Allworth Financial LP Incresed Positions in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WRLD
World Acceptance Corp

Financial Services
2
+ 22.22%
$112.54 - $169.1 $225 - $338
11 $1K
Worthington Stl Inc
11
+ 36.67%
N/A
41 $0
Zymeworks Inc
12
+ 10.91%
N/A
122 $0
WPP
Wpp PLC

Communication Services
76
+ 6.05%
$32.03 - $40.64 $2.43K - $3.09K
1.33K $46K
AGO
Assured Guaranty LTD

Financial Services
1
+ 0.14%
$76.56 - $90.18 $76.6 - $90.2
718 $62K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
78
+ 0.91%
$25.21 - $34.03 $1.97K - $2.65K
8.7K $260K
BOKF
Bok Financial Corp

Financial Services
1
+ 0.59%
$87.86 - $103.42 $87.9 - $103
170 $16K
SAM
Boston Beer CO Inc

Consumer Defensive
112
+ 24.72%
$187.06 - $249.73 $21K - $28K
565 $107K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
5
+ 10.0%
$45.71 - $61.66 $229 - $308
55 $2K
KODK
Eastman Kodak CO

Industrials
55
+ 5.61%
$5.3 - $6.7 $292 - $369
1.04K $5K
G
Genpact LTD

Technology
37
+ 11.56%
$40.65 - $50.56 $1.5K - $1.87K
357 $15K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
1
+ 0.23%
$12.42 - $16.79 $12.4 - $16.8
443 $5K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
27
+ 1.19%
$20.85 - $24.04 $563 - $649
2.3K $53K
HMY
Harmony Gold Mining CO LTD

Basic Materials
13
+ 0.72%
$12.96 - $17.99 $168 - $234
1.82K $25K
JBLU
Jetblue Airways Corp

Industrials
167
+ 5.74%
$3.43 - $5.42 $573 - $905
3.07K $13K
KAI
Kadant Inc

Industrials
1
+ 1.85%
$286.24 - $350.17 $286 - $350
55 $17K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
1
+ 0.83%
$47.34 - $67.22 $47.3 - $67.2
121 $6K
MMSI
Merit Medical Systems Inc

Healthcare
4
+ 7.02%
$88.48 - $107.04 $354 - $428
61 $5K
MFA
Mfa Financial, Inc.

Real Estate
372
+ 6.01%
$8.17 - $10.35 $3.04K - $3.85K
6.56K $62K
MWA
Mueller Water Products, Inc.

Industrials
20
+ 2.75%
$22.82 - $27.21 $456 - $544
746 $17K
OXM
Oxford Industries Inc

Consumer Cyclical
11
+ 15.94%
$37.26 - $60.9 $410 - $670
80 $3K
PSO
Pearson PLC

Communication Services
48
+ 2.79%
$14.41 - $16.64 $692 - $799
1.77K $26K
RES
Rpc Inc

Energy
16
+ 8.29%
$4.3 - $5.72 $68.8 - $91.5
209 $0
SCVL
Shoe Carnival Inc

Consumer Cyclical
28
+ 4.42%
$16.75 - $23.0 $469 - $644
661 $12K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
180
+ 9.49%
$3.95 - $5.16 $711 - $929
2.08K $9K
BBY
Best Buy CO Inc

Consumer Cyclical
142
+ 7.84%
$56.17 - $75.73 $7.98K - $10.8K
1.95K $131K
CYTK
Cytokinetics Inc

Healthcare
20
+ 7.97%
$29.84 - $42.92 $597 - $858
271 $8K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
61
+ 4.14%
$22.66 - $26.12 $1.38K - $1.59K
1.53K $37K
LCNB
Lcnb Corp

Financial Services
3
+ 0.05%
$13.64 - $15.65 $40.9 - $47
6.57K $95K
PDD
Pinduoduo Inc.

Consumer Cyclical
2
+ 1.1%
$88.35 - $122.19 $177 - $244
183 $19K
TGTX
Tg Therapeutics, Inc.

Healthcare
23
+ 3.78%
$33.37 - $45.51 $768 - $1.05K
632 $22K
UAMY
United States Antimony Corp

Basic Materials
15
+ 0.03%
$1.95 - $3.79 $29.3 - $56.9
60K $130K
WST
West Pharmaceutical Services Inc

Healthcare
2
+ 0.44%
$190.39 - $227.7 $381 - $455
457 $99K
AXGN
Axogen, Inc.

Healthcare
79
+ 15.96%
$9.29 - $17.81 $734 - $1.41K
574 $6K
HP
Helmerich & Payne, Inc.

Energy
3
+ 1.09%
$15.16 - $26.78 $45.5 - $80.3
278 $4K
HRL
Hormel Foods Corp

Consumer Defensive
264
+ 1.68%
$29.11 - $31.44 $7.69K - $8.3K
16K $484K
PCH
Potlatchdeltic Corp

Real Estate
7
+ 1.47%
$37.16 - $44.86 $260 - $314
482 $18K
XPEV
Xpeng Inc.

Consumer Cyclical
35
+ 2.54%
$16.42 - $22.25 $575 - $779
1.41K $25K
BBDC
Barings Bdc, Inc.

Financial Services
232
+ 1.44%
$7.89 - $9.51 $1.83K - $2.21K
16.4K $149K
CHE
Chemed Corp

Healthcare
32
+ 20.51%
$486.93 - $619.21 $15.6K - $19.8K
188 $91K
IOSP
Innospec Inc.

Basic Materials
9
+ 2.05%
$82.54 - $95.65 $743 - $861
449 $37K
LNC
Lincoln National Corp

Financial Services
107
+ 1.85%
$28.95 - $37.27 $3.1K - $3.99K
5.89K $203K
RH
Rh

Consumer Cyclical
14
+ 9.93%
$145.66 - $249.35 $2.04K - $3.49K
155 $29K
TFX
Teleflex Inc

Healthcare
16
+ 6.3%
$117.53 - $141.38 $1.88K - $2.26K
270 $31K
TREX
Trex CO Inc

Industrials
2
+ 0.21%
$50.52 - $61.77 $101 - $124
951 $51K
FRME
First Merchants Corp

Financial Services
6
+ 0.21%
$34.13 - $40.19 $205 - $241
2.82K $108K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
86
+ 1.46%
$45.3 - $50.64 $3.9K - $4.36K
5.99K $293K
CMF
Ishares California Muni Bond E

ETFs
69
+ 0.44%
$54.52 - $56.7 $3.76K - $3.91K
15.7K $876K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
99
+ 3.35%
$6.01 - $8.06 $595 - $798
3.06K $18K
Activity Summary
Buys All Purchases 3169 New Holdings 667 Increased Positions 2502 Sells All Sells 743 Reductions 739 Sold out 4 Options Calls 0 Puts 1
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